Prepared for Treasure Coast Community Health · 2026 Strategy Review · Confidential — not for distribution
Federally Qualified Health Center · Vero Beach & Indian River County, Florida · CY2026

A Chronic Care Management Service Line Built Around the Two Constraints Your Team Named

As discussed this spring: for this panel, care management stands or falls on two things — patient cost-sharing and staff burden. So this plan prices the first into every figure on the page (cost-sharing exposure and bad debt are already netted out, and the donor-funded coverage your team is exploring only improves on these numbers), and removes the second by design: CoachCare's care team handles roughly 90% of patient interactions and escalations, with only ~10% ever reaching the practice — through the channel your team chooses. CCM first, on the ~2,700 patients your team has already identified. RPM stays quantified and ready, as the expansion.

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Unique Patients in Active Remote Care · Month 24 · Scenario A — CCM Only
Every financial figure on this page is illustrative, modeled — verify against practice data. Modeled from the patient counts your team provided in April 2026, at CY2026 Florida MAC-locality rates, net of cost-sharing and bad debt.
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24-Month Net Reimbursement
$0
Net to the Health Center (24 Months)
0
Reimbursable Claims (24 Months)
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CoachCare-Delivered Care Hours · ≈7.1 FTE-Equivalent

The headline counts 675 unique patients in active remote care at Month 24 under Scenario A — a single program, so patients and enrollments are the same number. Under Scenario B the same 675 patients are enrolled, and 297 of them also carry an RPM device — so its charts report 972 active program enrollments (services). Program enrollments are never labeled “patients.” The 14,772 care hours are delivered by CoachCare's care team — CoachCare's work, not health-center headcount. All figures illustrative, modeled — verify against practice data.

Designed From Your Team's Own Criteria

Built Around the Two Constraints Your Team Named

In April your team told us exactly what a care-management program has to get right for this panel. Not features — constraints. This entire plan is engineered backwards from the two of them.

Constraint 1 · Cost-Sharing Sensitivity

Priced In, Not Papered Over

  • Every figure is net. Patient cost-sharing exposure and bad debt are subtracted before any number reaches this page — no optimistic gross revenue anywhere.
  • Risk-stratified eligibility. Enrollment prioritizes the patients carrying the heaviest chronic burden — uncontrolled hypertension, diabetes with complications, heart failure, chronic kidney disease — the patients for whom monthly clinical attention is self-evidently worth it.
  • Your donor idea is upside, on top. The donor-funded cost-sharing coverage your team is exploring is exactly the right instinct — and this model deliberately does not depend on it. If the fund materializes, every figure on this page improves.
Constraint 2 · Staff Burden

Full-Service Means the Work Belongs to CoachCare

  • The ~90 / 10 split. CoachCare's clinical team handles roughly 90% of patient interactions and escalations; only ~10% reaches the practice — routed through the channel your team chooses.
  • A separate outreach team enrolls. Enrollment specialists do outreach; care managers manage care. Neither job is added to your staff.
  • Care-team pods with roster continuity. The same care manager works the same patient roster, month after month — patients get a familiar voice, not a call center.
  • Governed caseloads. A 165:1 maximum patients-per-care-manager ratio, running about 133:1 today — with every call recorded and quality-assured.
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Of Interactions & Escalations Handled by CoachCare
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Maximum Caseload · Running ~133:1 Today
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Minutes of Delivered Care per Patient / Month (45–60 Typical)
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Of Care Calls Recorded & Quality-Assured

One structural point worth naming: in some vendor models, the practice's own staff still end up as first-line triage on every abnormal reading — which quietly converts an outsourced program back into an internal workload. This model is built to be the opposite: triage, outreach, documentation and follow-through sit with CoachCare's care team, governed by the escalation protocol below, and the practice sees only the ~10% that genuinely needs a clinical decision from your side.

The Decision, Quantified

CCM First — With RPM Quantified and Ready

Two scenarios, both built on the patient counts your team provided and both fully full-service. Scenario A models exactly what your team asked for — Chronic Care Management only — and it is the plan of record on this page: it drives the headline figures, the dashboard and the calculator below. Scenario B prices the recommended expansion — the same CCM program with remote physiologic monitoring paired for the patients whose conditions warrant a device.

~3,300

Medicare Lives — Your Team's Count

The Medicare panel as your team sized it in April 2026. It squares with the public record: Medicare at ~11.8% of the health center's 27,878-patient CY2024 UDS panel, right in line with the national FQHC share.

~2,700

CCM-Eligible — Your Team's List

Patients your team has already identified as CCM-eligible (two or more chronic conditions). This model treats that list as the in-scope population — no inflation, no derivation of our own.

25%

Modeled Enrollment — the Conservative End

Programs like this typically enroll 25–35% of eligible patients, and up to ~50% with strong provider buy-in. Both scenarios are modeled at 25% — and both are ceiling-limited, so stronger buy-in scales every figure up.

The 24-Month Comparison

Both scenarios: full-service delivery, CY2026 Florida MAC-locality rates, net of cost-sharing and bad debt. Illustrative, modeled — verify against practice data.

24-Month Outcome Scenario A — CCM OnlyThe plan of record Scenario B — CCM + RPMThe recommended expansion
Net reimbursement$1,630,361$2,137,081
Net to the health center$696,284$913,863
Active program enrollments, Month 24675972 (675 CCM + 297 RPM)
Unique patients, Month 24675675 (297 of them also on RPM)
Hospitalizations avoided041 (~$615K in avoided acute cost)
First net-positive monthMonth 2Month 2
+$506,720

Additional Net Reimbursement

What pairing RPM adds over 24 months — on the same 675 patients.

+$217,579

Additional Net to the Health Center

The bottom-line difference between B and A, after all program fees.

41

Hospitalizations Avoided

≈$615K in avoided acute cost — a benefit Scenario A cannot produce at all.

Why Scenario A shows zero hospitalizations avoided — stated honestly: the avoided-admission engine in this model is RPM. Daily weight and blood-pressure signals catch decompensation days before it would surface in a monthly phone call, and that early warning is what converts an admission into a same-week visit. CCM's monthly clinical touch drives coordination, adherence and quality performance — but it is the device data that prevents hospitalizations, which is why A models zero and B models 41. And because RPM enrolls from within the same CCM cohort, Scenario B is not more patients — it is deeper care for the same 675 people. That is the case for pairing RPM when your team is ready; it is not a reason to delay CCM now.
The Operating Model

One Care-Management Service Line, Run for the Health Center

A named service line following the Medicare patient between visits — delivered full-service by CoachCare inside the health center's Epic environment, governed by your clinicians. And the timing matters: since January 1, 2026, federally qualified health centers bill the individual care-management codes at national non-facility Physician Fee Schedule rates — each one separately payable on top of the PPS visit.

Oct 1, 2025

The Bundle Sunset

G0511 — the single bundled care-management code FQHCs billed for years — stopped being payable on September 30, 2025. The bundled era, where doing more care management paid the same as doing less, is over.

Jan 1, 2026

Individual Codes, PFS Rates

Health centers now bill the individual CCM codes — and RPM codes, when monitoring is added — as separate line items at national non-facility Physician Fee Schedule rates.

Additive to PPS

On Top of the Encounter

These are not carve-outs of the PPS rate. Care-management lines sit on top of the health center's encounter revenue — between-visit care stops being an unfunded cost and becomes a billable service.

The Service Line — CCM Now, RPM When Ready
  • CCM Chronic Care Management for the ~2,700 patients your team identified — a monthly clinical relationship (45–60 minutes of delivered care time per patient) covering care-plan management, medication adherence, appointment and referral follow-through, and care-gap outreach.
  • RPM Remote physiologic monitoring — blood pressure, weight, glucose on cellular devices — paired for the patients whose conditions warrant continuous data. Deliberately staged as Scenario B: quantified now, activated when your team decides.
  • Together RPM enrolls from within the CCM cohort — the same patients, deeper care — which is where the modeled 41 avoided hospitalizations come from.
The Shared Engine — Delivered by CoachCare
  • Enroll A dedicated outreach team — provider referral, telephonic outreach and a CoachCare-funded on-site enrollment specialist — with co-branded materials and the practice's own caller ID.
  • Care Care-team pods with roster continuity deliver the monthly clinical work; recorded, quality-assured calls; escalation per the governance protocol below.
  • Document Monthly evidence-of-care documentation to the chart — audit-ready, inside Epic.
  • Bill Claims auto-generated for every eligible patient, every month; the health center's billing team works from a monthly reconciliation file, not manual claim creation.

The CY2026 Billing Stack · Florida MAC Locality

ServiceCodesHealth-center use
Scenario A — live at launch
CCM, clinical staff time99490 · 99439First 20 minutes / each additional 20 minutes of clinical-staff care management per month — the program's workhorse pair
CCM, provider-personal99491 · 99437Months where the billing practitioner personally furnishes the care-management time
Complex CCM99487 · 99489Months requiring moderate-to-high-complexity medical decision-making and care-plan revision
Scenario B — added when RPM is paired
RPM setup & device supply99453 · 99454Device provisioning and monthly transmission for the monitored cohort
RPM treatment management99457 · 99458Monthly clinical review, titration support and escalation on device data
Short-window RPM (new for CY2026)99445 · 994702–15-day monitoring windows after an acute episode — not included in any modeled figure; upside on top

Rates resolve to the health center's Florida MAC locality from the CY2026 Physician Fee Schedule. Blended net reimbursement per active patient-month, after cost-sharing exposure and bad debt: ~$114.51 CCM; under Scenario B, ~$99.92 RPM. Illustrative, modeled — verify against practice data; code-level assumptions are itemized in the companion Value Analysis workbook.

The Florida Medicare Advantage nuance, handled up front. About 43% of Indian River County's Medicare beneficiaries are enrolled in Medicare Advantage, and plan-level payment mechanics vary. On the April call, CoachCare committed to pre-checking the Florida plan list before enrollment begins — that pre-check is complete, and the next section walks it carrier by carrier. The ~57% of the county's beneficiaries in traditional Medicare bill cleanly, and the model's cost-sharing and bad-debt assumptions already price in the friction.
The Homework From Our April Conversation

Your Payer Mix, Pre-Checked

Your team raised Medicare Advantage plan participation as a known headache — past experience taught you that some plans make care management difficult. CoachCare committed to pre-checking the Florida plan list before any patient is enrolled. Here is that pre-check: the plans that actually hold Indian River County's Medicare enrollment, from public CMS enrollment data (July 2026) and each carrier's published provider policy, verified against CoachCare's claims experience at other Florida practices. One rule sits above all of it: no patient is ever enrolled into a denial.

Where Indian River County's Medicare Actually Sits

County Medicare book, per the CMS monthly enrollment file (July 2026 release). The majority is traditional fee-for-service Medicare — which pays these services under standard national rules, with no plan-by-plan variation at all.
Traditional fee-for-service — 57% UnitedHealthcare — 16.8% Humana — 12.3% Florida Blue — 3.5% Aetna / CVS — 2.9% All other MA plans — 7.5%

Shares of the county's total Medicare book (MA carrier shares scaled by the county's 43% MA penetration). Within the MA book itself: UnitedHealthcare 39.2% · Humana 28.6% · Florida Blue 8.2% · Aetna 6.7% · others smaller. The health center's own panel is assumed to mirror the county mix — confirmed against the actual roster at implementation.

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Of County Medicare Is Traditional FFS — No Plan Dependency
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Of the MA Book Held by the Two Largest Carriers — Standard, Verified Payers
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Of the Modeled Program on Rails With No Open Questions
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Of Panel Plans Verified Before Any Member Is Enrolled

The ~86% figure is illustrative, modeled — traditional Medicare (~57% of the modeled program) plus the two largest MA carriers (~29%), before the remaining plan confirmations even complete. Verify against practice data.

The Pre-Check, Carrier by Carrier

Published provider policy reviewed July 2026 for every carrier below; carriers marked “confirmation in progress” carry normal pre-launch diligence items — a policy check or a contract-structure question that typically resolves with one billing-office answer or a plan call — completed before enrollment wave one.

Plan familyShare of county MAPre-check statusNotes
UnitedHealthcare39.2%VerifiedPublished policy consistent with Medicare's rules for these codes; no restrictions found. The largest carrier in the county.
Humana28.6%VerifiedPublished guidance consistent with Medicare's rules, including its dual-eligible-focused plans.
Florida Blue8.2%Confirmation in progressPublished materials do not address these codes either way — being verified directly against Florida claims experience and, where needed, a plan call before any member is enrolled.
Aetna / CVS6.7%VerifiedVerified for CCM, the launch program. Scenario B device coverage is condition-specific — aligned with the risk-stratified cohort this program enrolls first.
Freedom Health5.1%Confirmation in progressConfirming contract structure with the health center's billing office — one answer resolves it.
Ultimate Health Plans3.4%Confirmation in progressSame contract-structure confirmation — normal pre-launch diligence for smaller delegated plans.
Health First3.0%VerifiedNo restrictions located; standard months-1–3 payment monitoring.
Devoted Health2.1%VerifiedNo restrictions located; standard monitoring.
Wellcare (Centene)1.5%VerifiedPublished policy mirrors Medicare's billing rules.

Remaining ~1.6% of the MA book is out-of-area plans (seasonal residents), paid under their home plans' rules — monitored, too small to gate launch. Source: CMS Monthly MA Enrollment by State/County/Contract, July 2026 release; carrier provider policies as published July 2026. A federal baseline sits under this table: Medicare Advantage plans are required to cover chronic care management as part of the Medicare Part B benefit — differences between plans are paperwork and payment mechanics, which is exactly the part CoachCare operates.

1

Published-Policy Review — Complete

Every carrier holding county enrollment was checked against its own published provider policies for this program's codes (July 2026). Findings are the table above.

2

Claims-Experience Verification

Each plan in the health center's actual panel is checked against real payment behavior from CoachCare's other Florida practices, and months 1–3 run under close payment monitoring — feeding the joint payment-report review in months 4–6.

3

The Standing Rule

Any plan with unresolved issues is removed from the eligibility list before enrollment — so the program simply does not enroll members into plans that have not cleared verification. No patient is ever enrolled into a denial.

The quiet good news for the cost-sharing conversation: federal rules prohibit billing Medicare cost-sharing to patients with QMB (Qualified Medicare Beneficiary) dual status — in both traditional Medicare and Medicare Advantage. For a safety-net panel, that means the donor-funded cost-sharing coverage your team is exploring only needs to reach non-QMB members — the challenge is materially smaller than it first appears. The model's cost-sharing and bad-debt assumptions already account for this; the donor fund remains pure upside.
Inside the Chart · Bi-Directional

Epic, via Health Choice Network — Scoped Honestly

The health center runs Epic hosted by Health Choice Network — MyChart included. CoachCare integrates with Epic bi-directionally, and the closest analog to HCN's shared, multi-center Epic environment is the OCHIN-model engagement already underway on CoachCare's side. Stated plainly: CoachCare has not yet integrated with an HCN-hosted health center — which is why HCN is pulled into integration scoping from the first conversation, not after contracting.

Epic hosted by Health Choice Network One chart & in-basket Orders & problem list Flowsheets MyChart portal Billing workqueues CoachCare Remote care platform & care team Care-team pods Outreach & enrollment Escalation engine Cellular devices (Scenario B) Billing engine FROM EPIC Enrollment flags & trigger ordering by service Exchange of patient health history BACK INTO EPIC Monthly evidence-of-care documentation — audit-ready Remote readings to a dedicated flowsheet — separate from office vitals Real-time enrollment status Claims — auto-generated, every patient, every month Clinicians and billers stay in Epic — the program lives in the system your teams already use

Enrollment Lives in the Workflow

Bi-directional enrollment flags and trigger ordering by service mean providers refer from inside Epic, and enrollment status is visible in the chart in real time — no side system to check.

Separate From Office Vitals — On Purpose

When monitoring data flows (Scenario B), remote readings land in a dedicated flowsheet, kept apart from clinic-measured vitals. That separation is a quality-reporting feature: home blood-pressure series stay clean, attributable and usable — without contaminating the office record.

Claims Without Claim-Building

The CoachCare billing engine auto-generates the claim for every eligible patient, every month. The health center's billing team receives a monthly reconciliation file — a check step, not a build step.

“Key to achieving a program that is efficient, effective and sustainable is creating a seamless, intuitive user experience for the patient and the provider — and that is what our integration with Epic accomplishes.”
Scoped with HCN, not around it. Integration scope, interface specifics and timing are set with Health Choice Network and the health center's IT leadership during scoping — it is why the implementation window below is stated as 60–90 days, integration-dependent, rather than a number picked to sound fast.
Governed by Documented SOPs

Clinical Governance & Escalation

The first question any clinical leader asks about an outsourced program is the right one: when a patient reports something abnormal, who handles it — and how do we know? The answer is a documented protocol, not ad hoc judgment. Every clinical interaction in the CCM program — and every device reading, when RPM is paired — runs through one escalation engine, governed by CoachCare's Care Management Standard Operating Procedures. This is the operational machinery behind the ~90/10 split: disciplined routing is what keeps the practice's share at 10%.

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Escalation Engine, Every Program
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Clinical Routing Paths
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Post-Discharge Touchpoints
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Day Readmission Trigger Window

One Escalation Engine — Everything Routes Through It

CCM check-ins and RPM readings run the same decision logic, so escalations are consistent rather than subjective — and a critical value escalates regardless of symptoms.

1

New Signal

A vital or a symptom report arrives — a blood-pressure, weight or glucose reading from a cellular device, or something a patient tells the care team on a monthly CCM call.

2

Critical or Out of Range?

A critical value escalates regardless of symptoms. An out-of-range value first gets a retake plus a symptom check before anything reaches the health center.

3

Confirm the Trend

A trend is defined objectively — 3 consecutive out-of-range readings at least 1 hour apart (blood pressure / glucose), or 3 readings within 7 days (heart rate) — never a single stray number.

4

Reach, Escalate, Document

If the patient cannot be reached, the care team leaves a voicemail with a callback line and still escalates a critical value or an out-of-range trend. Every escalation documents the vital, findings, method, contact, outcome and follow-up.

The Emergency Pathway — a Hard Safety Guarantee
  • 911 When a patient reports an active emergent symptom during outreach, the care team calls 911 with the patient still on the line.
  • Refuse If the patient refuses, CoachCare loops in the practice; if the practice is unavailable, CoachCare activates 911 itself.
  • Rule CoachCare's urgent / emergent policy supersedes any local escalation preference — patient safety is never gated on reaching the health center first.
  • 72 hrs A recent-but-not-active change within the last 72 hours routes per the health center's stated preference, not the emergency lane.
Active Emergent Symptoms → 911

The Symptoms That Trigger It

Any of these, reported live during outreach, moves straight to the emergency pathway:

Chest pain New shortness of breath Stroke signs Syncope Worst-ever headache Sudden swelling

For a safety-net panel with transportation and phone-continuity barriers, this is the guarantee that matters most: the emergency response never waits on a callback.

Escalation Routing — the Practice Sees Signal, Not Noise

Clinical changes split three ways — so physicians are never paged for what does not need them.

Emergent

Straight to 911

Active emergent symptoms follow the emergency pathway immediately — the practice is informed, but the response never waits on it.

Non-Critical

Routed to a Named Team Member

A non-critical clinical change is routed to a defined member of the health center's care team, through the channel your team chooses — the right person, not a broadcast page.

Stable / Resolved

Documented as an FYI

A stable or resolved item is documented as an FYI in the record — visible for continuity, without interrupting anyone. This lane is most of the 90%.

Readmission Prevention

The Post-Discharge Three-Touch Cadence

Any emergency-department visit or hospitalization in the last 60 days triggers a fixed three-touch sequence. It is the concrete readmission-prevention loop behind Scenario B's hospitalizations-avoided figure — and a direct contribution to the utilization measures the health center's ACO participation rewards. Each touch documents and escalates per protocol.

Day 1–2

Stabilize & Reconcile

Identify precipitating factors, reconcile medications, confirm a primary-care or specialist follow-up within 7–14 days, and assess symptoms.

Day 5–8

Verify & Re-Evaluate

Verify medication adherence, re-evaluate triggers, confirm the follow-up appointment actually happened, and verify labs.

Day 12–14

Review & Re-Assess

Review medications and risk, review the outcomes of the completed visit, and re-assess symptoms.

The Health Center Stays in the Loop
A patient who cannot be reached is escalated to the practice and re-escalated on a fixed cadence. The health center is notified at every decision point, and no change to a patient's program status happens without the practice informed.
Why It Matters Here
A safety-net panel includes patients who move, change phone numbers and miss appointments. A documented, repeatable outreach-and-escalation record turns a hard-to-reach patient into a documented longitudinal touch — simultaneously the clinical goal, the quality-measure numerator, and the audit trail that makes the whole program defensible on paper.
CoachCare Value Analysis · Scenario A — CCM Only

The Value Analysis

A 24-month forecast of the plan of record: CCM only, on the ~2,700 patients your team identified, referred by 14 adult-medicine providers, enrolled by a dedicated outreach team (including a CoachCare-funded on-site enrollment specialist), at a conservative 25% enrollment conversion, CY2026 Florida MAC-locality rates, net of cost-sharing and bad debt, ~1.5% monthly attrition. Shared-savings performance and the donor-funded cost-sharing idea are not in these numbers — both are upside on top. All figures illustrative, modeled — verify against practice data.

Active CCM Enrollments Under Remote Care

Monthly active census (active program enrollments / services — under CCM-only, the same as unique patients) · provider referral + one CoachCare-funded on-site enrollment specialist + telephonic outreach, net of ~1.5% monthly attrition, enrollment beginning in month 1. The census reaches its eligibility ceiling of 675 (2,700 × 25%) in month 6 and holds — a population limit, not an enrollment-pace limit. Stronger provider buy-in raises the ceiling, not the effort.

Monthly Economics — Net Reimbursement, Fees, Net to the Health Center

Net reimbursement (after cost-sharing exposure and bad debt) against total full-service fees, including one-time implementation, integration setup and enrollment costs. Month 1 is −$4,550 — the only negative month — and net to the health center turns positive in month 2 (+$5,918), reaching a steady state of ~$33,653 per month. The chart is drawn against a true zero baseline so the month-1 dip is visible rather than hidden. No claim of day-one profitability is made.

The Financial Summary — Scenario A

Scenario A — CCM onlyYear 1Year 224-Month
Net reimbursement$702,866$927,495$1,630,361
Net to the health center (after all fees)$292,447$403,836$696,284
Delivered full-service — outreach, enrollment, monthly care delivery, escalation management, documentation and billing handled by CoachCare; no new health-center headcount required.

Net to the health center is stated after all CoachCare fees, including one-time implementation, integration setup and enrollment costs. The on-site enrollment specialist is staffed at CoachCare's expense — embedded value, never a deduction. Figures illustrative, modeled — verify against practice data. Full model available as a companion workbook.

29,544

Reimbursable Claims Across 24 Months

Recurring, subscription-like professional-fee volume — auto-generated, with the billing team working a monthly reconciliation file rather than building claims.

14,772

Care Hours Delivered by CoachCare

7.1 FTE-equivalent of outreach, monthly care delivery, documentation and escalation handling — CoachCare's work, not center headcount, at 45–60 delivered minutes per patient per month.

~$33,653

Steady-State Monthly Net

The modeled monthly net to the health center once the census holds its ceiling — recurring, diversified, additive to PPS encounter revenue. Illustrative, modeled — verify against practice data.

Scenario Explorer — Build Your Own Forecast

Adjust the assumptions and watch the 24-month CCM forecast recompute live. Directional, calibrated to the Scenario A run of the CoachCare Value Analysis — the companion workbook remains the source of truth. Outputs are net reimbursement, net to the health center, and active enrollments (under CCM-only, enrollments and unique patients are the same people). The model includes one CoachCare-funded on-site enrollment specialist throughout. Because the eligible population sets the census ceiling, the eligibility and conversion sliders move everything.
24-mo net reimbursement
$1,630,361
Net to the health center
$696,284
Active enrollments · M24
675
Unique patients · M24
675

At the modeled defaults the explorer reproduces the Scenario A workbook run exactly: M24 census 675, $1,630,361 of 24-month net reimbursement, and $696,284 net to the health center. RPM economics are deliberately excluded here — they belong to Scenario B, quantified in the comparison above. Illustrative, modeled — verify against practice data.

Quality & Value-Based Performance

Your ACO: A Strong Record — and a Discovery Agenda

The health center already answers for quality in two places at once — the UDS clinical measures reported to HRSA every year, and the Medicare Shared Savings Program through Health Choice Care, LLC, the all-health-center ACO organized through Health Choice Network. We did the homework on that ACO before writing this page. What we found is a genuinely strong record, a few facts worth confirming together, and a program that helps under every possible answer.

What Your Team Told Us — and What We Corroborated
  • Said In our April introduction, the arrangement was described as not yet risk-bearing from the health center's seat, with chronic care management billed fee-for-service rather than capitated into any population-health payment.
  • Checked Our verification corroborates the billing point: CMS program files show no capitation flags on the health center's participation — no primary-care capitation, no prepaid arrangements. Everything the health center bills remains fee-for-service.
  • Why it matters That is why every figure in this analysis stands on fee-for-service rails — nothing modeled on this page depends on shared savings, and nothing is capitated away.
What the Public Record Adds — To Confirm Together
  • Since 2016 CMS Shared Savings Program files list the health center as a Health Choice Care participant every year since 2016 — a decade inside one of the country's most consistent health-center ACOs.
  • The record Across eleven performance years the ACO has never had a loss year — roughly $81.8M in gross savings generated and ~$38.9M earned — and its own public disclosures show the majority of earned savings distributed to participating health centers in recent years.
  • The track CMS files also show the ACO itself moved to the Shared Savings Program's ENHANCED track effective January 2025 — a two-sided arrangement at the ACO level. What that means for an individual health center depends on its participation agreement — a discovery item, not a conclusion, and one worth confirming with Health Choice Care together.
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Participant Since (CMS Program Files)
0
Performance Years — Zero Loss Years
$0
Gross Savings Generated by the ACO
$0
Shared Savings Earned by the ACO

ACO-level figures from CMS Shared Savings Program public performance files through PY2024 (as of July 2026) and the ACO's own public reporting. Center-level allocations are not public — see the discovery agenda below.

Tilted Toward Confirmation

The Discovery Agenda — Five Questions to Work Together

None of these change what the program earns on fee-for-service rails; all of them sharpen what it contributes beyond that. They are exactly the questions the clinical working session with CoachCare's CMO is designed to put on the table — with the ACO's reporting in front of us rather than guessed at.

  • How does Health Choice Care distribute earned savings — and how would it allocate any future losses — to participating health centers?
  • What did the health center receive in ACO distributions for the most recent performance years?
  • Who at the health center reviews the ACO's expenditure and utilization reports today?
  • Which quality-measure reporting pathway applies for 2026 — and is BP and glycemic data flowing cleanly from the Epic build?
  • How does the ACO view care-management billing by member centers — encouraged, neutral, or coordinated at the network level?

Why the Program Matters Under Any Answer

However the risk question resolves, the mechanics below hold — the program pays on fee-for-service rails today and contributes to ACO performance regardless.

By Regulation

CCM Strengthens Attribution

Care-management codes count toward Medicare's patient-assignment methodology, and services on a health-center claim count as primary care for assignment purposes (CMS assignment specifications). Monthly CCM billing adds recurring primary-care weight to the health center's own claims — deepening and defending the attributed lives every ACO dollar is computed on.

Quality Set

The Measures Are the Program

The ACO's quality set centers on blood-pressure control, glycemic control, depression screening and admissions in multi-chronic patients — nearly a care-management scorecard. Public CMS reporting shows blood-pressure control has been the ACO's softest measure (70.6% in PY2022 against a 76.2% all-ACO average, improved to 77.0% by PY2024) — the precise measure device-based monitoring moves fastest under Scenario B.

Shared Savings

Avoided Admissions Accrue

For traditional-Medicare patients attributed to the ACO, every avoided hospitalization reduces performance-year expenditures — the line shared savings is earned on. Scenario B's modeled 41 avoided admissions would accrue to that performance on top of the fee-for-service revenue the health center bills for the same patients.

The Quality Collaboration Your Team Asked About

Independent of the ACO question, the day-to-day quality work runs like this.

Quality

Care-Gap Collaboration

The care team works the health center's care-gap lists inside its monthly outreach — screenings due, labs outstanding, visits overdue — and reports closure activity back monthly, per provider.

Clinical

Diagnosis-Specific Pathways

Care pathways per condition — hypertension, diabetes, heart failure, kidney disease — so monthly contact follows a clinical protocol tuned to the panel your teams already prioritize, not a generic script.

Equity

SDOH Resources in the Workflow

Transportation, food, housing and program-navigation resources are part of the care team's toolkit — consistent with the health center's HRSA-recognized social-risk work, and documented in the record.

Measures

BP Data Usable for Quality Reporting

Home blood-pressure series (Scenario B) land in a dedicated flowsheet, separate from office vitals — clean, attributable data the quality team can actually use for reporting on control measures.

No shared-savings dollars are counted anywhere on this page. Every financial figure is fee-for-service care-management reimbursement only. Whatever the program contributes to shared-savings performance arrives on top — the conservative way to present it, and the honest one.
What to Expect, Stated Plainly

Enrollment & Retention — the Honest Expectations

Programs live or die on two curves: how many eligible patients say yes, and how long they stay. Here is what a program like this typically does — and what this model assumes, which is deliberately more conservative.

25–35%

Typical Enrollment of Eligible

The range programs like this typically achieve — rising to ~50% with strong provider buy-in, because a provider's recommendation is the single biggest driver of a patient's yes.

25%

What This Model Assumes

Both scenarios are modeled at the conservative bottom of the range. Because the forecast is ceiling-limited, every point of conversion above 25% scales the results — try it in the Scenario Explorer.

~18 mo

Average Tenure Past Month 3

Attrition runs ~1.5% per month, concentrated early; enrollment normalizes around month 6, and patients who pass their first three months typically stay about eighteen.

What Makes Patients Say Yes — Included in Implementation
  • Voice Outreach calls present the practice's own caller ID, and voicemails use a familiar-voice script — patients hear their health center, not a stranger.
  • Materials Co-branded brochures, posters and a patient-facing program webpage — produced as part of implementation, not billed as extras.
  • Referral Providers refer in the Epic workflow; the outreach team converts the referral — the provider spends seconds, not minutes.
  • Fit Risk-stratified eligibility starts with the patients most likely to value the service — which is also what protects the cost-sharing experience.
How You'll See It — Reporting That Answers Questions
  • Monthly An automated program-performance report: enrollments, billable percentage, per-provider attribution, activation sources, deactivation reasons and escalation rates.
  • Custom Ad hoc cuts on request — blood-pressure trends, demographics, plan-level views — built from the same program data.
  • Recorded Every care call is recorded and quality-assured, so program quality is inspectable rather than asserted.
  • Reviewed Months 4–6 include a collaborative payment-report review, so enrollment, billing and collections reconcile in the open (see the roadmap).
The lever your team controls: both scenarios are ceiling-limited — the census plateaus at eligibility × conversion, not at enrollment pace. That makes provider buy-in the highest-leverage variable on this page: at 35% conversion the modeled ceiling rises from 675 to ~945 enrolled patients, and the financial figures scale roughly in proportion. Illustrative, modeled — verify against practice data.
Implementation

A Clinical Conversation First.
Then a 60–90-Day Runway.

The proposed next step is not a contract — it is a working session between your clinical leadership and CoachCare's Chief Medical Officer, walking the care model, the escalation protocol and the care-team workflow in detail. From there, implementation runs 60–90 days depending on integration scoping with Health Choice Network, and the first months of billing are reviewed collaboratively, payment report by payment report.

Sequencing note: CCM launches first because it is the program your team asked for and requires no devices to start. RPM stays quantified (Scenario B) and can be layered onto the same cohort whenever the team decides — the integration, protocols and care-team structure built for CCM already support it.
Next Step · Now

Clinical Working Session with CoachCare's CMO

Your clinical and quality leadership with CoachCare's Chief Medical Officer: care pathways by diagnosis, the escalation protocol, care-team pod structure, and how the ~90/10 split works in practice. Decisions on preferred escalation channels and eligibility criteria start here.

Days 0–90

Implementation & Integration — 60–90 Days, Integration-Dependent

Integration scoping with Health Choice Network and the health center's IT leadership; protocol sign-off; the risk-stratified eligibility list built from the ~2,700; co-branded materials, caller ID and voicemail scripts prepared; billing configuration and reconciliation workflow agreed.

Launch → Month 6

Outreach & Enrollment Ramp

The dedicated outreach team begins provider-referral and telephonic enrollment; care-team pods pick up each patient's monthly cadence as they join. The modeled census reaches its 675-patient ceiling around month 6 — and the model turns net-positive in month 2.

Months 4–6

Collaborative Claims Review & Normalization

Payment reports reviewed together, line by line: enrollment versus billed versus paid, plan-level behavior checked against the pre-launch Medicare Advantage review, and any consistently problematic plan removed from eligibility. The program settles into its steady monthly rhythm — and the Scenario B decision can be revisited with real data.

About CoachCare

The Experience to Get It Right

The service line described on this page runs on infrastructure already proven at national scale.

500,000+

Patient Management Expertise

Over 400 managed conditions for 500,000+ patients.

10,000+

Clinician Success

Providers committed to remote care excellence.

1,000+

In-Market Success

Successful program implementations.

5M+

Operational Excellence

Care plan coding and billing generating over 5 million claims.

100M+

Unprecedented Scale

Over 100 million vitals recorded and 4 million+ care actions enabled.

Transparency

Assumptions & Sources

Every number on this page traces to the CoachCare Value Analysis workbook or to cited public HRSA and CMS data. The key assumptions — including what remains to be confirmed together:

Panel sizing & the patients-vs-services distinction
  • ~3,300 Medicare lives and ~2,700 CCM-eligible are the health center's own counts, provided by your team in April 2026. This model uses them as given — no derivation or inflation of our own.
  • Corroboration: 3,300 Medicare lives is ~11.8% of the health center's official 27,878 unique patients (HRSA Uniform Data System, CY2024, Health Center Program grant H80CS00187) — in line with the ~11.2% national Medicare share of FQHC patients. The ~2,700 CCM-eligible subset is the health center's own identification and is treated as such.
  • Enrollment conversion is modeled at 25% of eligible — the conservative end of the typical 25–35% range (up to ~50% with strong provider buy-in). Ceilings: 675 CCM (2,700 × 25%) in both scenarios; Scenario B adds 297 RPM enrollments from within the same CCM cohort. Both scenarios are ceiling-limited — census plateaus at the eligibility ceiling (month 6 in Scenario A; both programs by month 9 in Scenario B), so stronger buy-in scales results.
  • Enrollment pathways: provider referral across 14 adult-medicine providers, one CoachCare-funded on-site enrollment specialist, and telephonic outreach — all delivered at CoachCare's expense, net of ~1.5% monthly attrition, with enrollment beginning in month 1.
  • Enrolled patients vs enrolled services. Charts and the Scenario Explorer show active program enrollments (services), never “patients.” Under Scenario A the two are the same number (675). Under Scenario B the same 675 unique patients hold 972 enrollments, because 297 of them also carry an RPM device — RPM enrolls from within the CCM cohort, so B deepens care for the same people rather than adding new ones.
Rates & revenue mechanics
  • CY2026 Physician Fee Schedule rates resolved to the health center's Florida MAC locality. Blended net reimbursement per active patient-month, after cost-sharing exposure and bad debt: ~$114.51 CCM; under Scenario B, ~$99.92 RPM.
  • Cost-sharing is priced in, not assumed away: the model nets out patient cost-sharing exposure and applies a bad-debt haircut before any figure is stated. The donor-funded cost-sharing coverage the health center is exploring would improve on every modeled figure; no modeled figure depends on it.
  • Scenario A totals $1,630,361 net reimbursement across 24 months (Year 1 $702,866 / Year 2 $927,495) and $696,284 net to the health center (Year 1 $292,447 / Year 2 $403,836) — stated after all CoachCare fees, including one-time implementation, integration setup and enrollment costs. Scenario B totals $2,137,081 and $913,863 on the same basis.
  • Month 1 nets −$4,550 — the only negative month — because one-time costs land before the census ramps. Net to the health center is positive from month 2 (+$5,918) onward, reaching ~$33,653 per month at steady state. No claim of day-one profitability is made. (Scenario B behaves the same way: one negative month, positive from month 2.)
  • Hospitalizations avoided are modeled only under Scenario B (41 across 24 months, ~$615K of avoided acute cost at roughly $15K per admission) because the early-warning mechanism is RPM device data; avoided-admission value is a system-level benefit, not health-center revenue, and is excluded from all revenue figures.
  • Not included anywhere in the financial figures: Medicare shared-savings performance, the donor-funded cost-sharing idea, short-window RPM codes 99445 / 99470, and transitional care management. All are upside on top.
  • All financial figures are illustrative, modeled — verify against practice data.
CY2026 FQHC care-management billing rules
  • G0511, the bundled FQHC/RHC general care-management code, was last payable September 30, 2025; claims dated after that deny.
  • From January 1, 2026, FQHCs bill the individual care-management codes at national non-facility PFS rates: CCM (99490 / 99439, 99491 / 99437, complex 99487 / 99489) and — when monitoring is added — RPM (99453 / 99454 / 99457 / 99458, plus the new short-window codes 99445 / 99470). Each is separately payable on top of the PPS encounter.
  • CCM requires two or more chronic conditions expected to last at least 12 months, patient consent, and a comprehensive care plan — the ~2,700-patient list the health center has already identified maps to exactly this definition, to be confirmed patient-by-patient at enrollment.
  • Confirm the exact CY2026 rates and current billing guidance with the health center's MAC before contracting.
Florida Medicare Advantage handling — the completed pre-check
  • Indian River County Medicare Advantage penetration is ~43% (CMS Monthly MA Enrollment by State/County/Contract, July 2026 release) — the lowest in the surrounding region — leaving ~57% of county beneficiaries in traditional Medicare, which pays these services under standard national rules with no plan-by-plan variation.
  • County MA composition (same CMS file): UnitedHealthcare 39.2%, Humana 28.6%, Florida Blue 8.2%, Aetna 6.7%, others smaller. The two largest carriers — ~68% of the MA book — are standard, verified payers for this program's codes per their published provider policies (reviewed July 2026). Medicare Advantage plans are required to cover chronic care management as part of the Medicare Part B benefit; plan differences are payment mechanics, not coverage.
  • Illustrative, modeled: traditional Medicare (~57%) plus the two largest carriers (~29%) put ~86% of the modeled program on rails with no open questions, before the remaining plan confirmations complete. The health center's own panel mix is confirmed against the actual roster at implementation.
  • Remaining carriers carry normal pre-launch confirmation items (a policy check or a contract-structure question), resolved via the health center's billing office, CoachCare's Florida claims experience, or a plan call — before enrollment wave one. The standing rule: any plan with unresolved issues is removed from the eligibility list; no patient is ever enrolled into a denial.
  • QMB protection: federal rules prohibit billing Medicare cost-sharing to patients with QMB dual status, in traditional Medicare and MA alike — so donor-funded cost-sharing coverage only needs to reach non-QMB members. The model's cost-sharing and bad-debt assumptions already account for this.
  • Months 1–3 run under close payment monitoring, feeding the collaborative payment-report review in months 4–6; plan-level review sharpens the eligibility list, it does not prop up the forecast.
Organization & verified facts (as of July 2026)
  • Entity: Treasure Coast Community Health, Inc. — a 501(c)(3) federally qualified health center and HRSA Health Center Program (§330) grantee (grant H80CS00187), serving Indian River County, Florida since 1993, with service sites across Vero Beach, Sebastian and Fellsmere.
  • Panel: 27,878 unique patients (HRSA Uniform Data System, CY2024).
  • EHR: Epic, hosted by Health Choice Network, with MyChart as the patient portal.
  • Value-based participation: named participant of Health Choice Care, LLC — the Medicare Shared Savings Program ACO organized through Health Choice Network — in CMS participant files every year since 2016, including PY2026.
  • ACO record (CMS Shared Savings Program public performance files through PY2024, as of July 2026; plus the ACO's own public reporting): eleven performance years with no loss year; ~$81.8M gross savings generated and ~$38.9M in shared savings earned; the ACO's disclosures show the majority of earned savings distributed to participating health centers in recent years. CMS organization files show the ACO in the Shared Savings Program's ENHANCED track effective January 1, 2025 (a two-sided arrangement at the ACO level) with no primary-care capitation — participant billing, including CCM, remains fee-for-service. How ACO-level terms flow through to an individual health center depends on its participation agreement, which is not public — a discovery item.
  • Attribution mechanics (CMS assignment methodology): care-management codes are on Medicare's primary-care assignment code list, and services on a health-center claim count as primary care services for assignment — the regulatory basis for the attribution point in the ACO section.
  • Quality posture: AAAHC accreditation re-earned December 2025; patient-centered medical home recognition; HRSA Community Health Quality Recognition badges including Access Enhancer, Advancing Health Information Technology for Quality, and Addressing Social Risk Factors; the region's only ADCES-accredited diabetes education program.
  • Market: Indian River County is among Florida's most retirement-dense counties (~36% of residents 65+), with ~43% county MA penetration (CMS, July 2026).
  • The ~3,300 Medicare lives and ~2,700 CCM-eligible counts are practice-provided (April 2026) and are the model's in-scope basis; they are corroborated against the UDS panel above but not independently published.
Open items to confirm together
  • 1. Integration scope and timeline with Health Choice Network — interface specifics, environment access and the resulting implementation date inside the 60–90-day window.
  • 2. Exact CY2026 CCM (and, for Scenario B, RPM) rates confirmed with the health center's MAC before any contract language.
  • 3. The health center's actual plan roster against the county pre-check — completing the open confirmation items (one policy check, two contract-structure questions) before enrollment wave one, and finalizing the eligibility list.
  • 4. The risk-stratification criteria for sequencing the ~2,700 — which conditions and control thresholds enroll first.
  • 5. The donor-funded cost-sharing structure — reviewed by the health center's counsel and development leadership; it sits outside this model and improves on it if adopted (QMB members already carry federal cost-sharing protection).
  • 6. Preferred escalation channels and named recipients for the ~10% of interactions that route to the practice.
  • 7. The ACO discovery agenda — how Health Choice Care distributes earned savings (and would allocate any losses) to participants; the health center's most recent distributions; who reviews the ACO's expenditure and utilization reports; the 2026 quality-reporting pathway; and the ACO's posture toward care-management billing by member centers. Worked in the clinical working session.